Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,841 | $176,105-79.1% | $159,474-76.9% | $167,536-78.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.35% | 331.91%-333.3pp | 263.68%-265.0pp | 478.82%-480.2pp |
| Employer contribution / active EE | $203 | $5,299-96.2% | $4,831-95.8% | $4,839-95.8% |
| Participant deferral / active EE | $4,191 | $7,751-45.9% | $7,353-43.0% | $6,342-33.9% |
| Admin fee / account holder | $3,636 | $12,559-71.1% | $10,802-66.3% | $12,315-70.5% |